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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (10285)	10/8/2025 9:55:34 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10550

I actually agree with you. And I nominally agree with her, but I didn't want to be mean and give a real critique of her talk. But here it is. What I agree with you (and with her) is that AI for the sake of AI (or anything for the sake of that thing) is worthless. The real success comes from delivering value. But if that is all she wanted to say, then her presentation was 1 minute on point and 17 minutes of fluff. Yes, nobody should just put old tech inside an AI wrapper and think they have a business. Marc Benoiff should have been told that. But there are many other points that she didn't touch on but she should have. Firstly, there are things that AI is great at and can help people do better and avoid the pitfall she talked about. But she never said what they are or how to tell. Then there's something to be said about the market forces. If you can get funded for being in the AI space or consumers are more likely to buy your product because it uses AI, then you should go ahead and do it, so long as you are not fooling yourself and actually think that you are doing AI and treat the opportunity as time and money to do the real work. Finally, there's a reason why those boring works that she talks about exist and people would pay good money for someone to automate them. Those things are incredibly hard to automate efficiently. So her advice requires R&D that is arguably on par with the AI R&D, except that you won't get funding for it. And I appreciate your point about the data science well. I see it in quantitative trading all the time. So many people want to jump on the AI gravy train where simple linear methods would work well (and often better). --- AI is developing and maturing a lot faster than Internet did. Already you are seeing companies pivot away from what was hot at the start of the year. And at the start of the year they were pivoting away from last year's. And by pivoting I don't mean that they are using better tools to do the same thing, but rather that they are doing different things differently.